Aditya Kondawar Profile picture
Marketing|Stakeholder relations - @JstInvestments Tracks - IPOs, Pre-IPO, FMCG, and Telecom sector Posts - fun facts, motivation, book learnings ,random stuff
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Dec 31, 2021
All the books (50 books) I read this year and a one-line review on them!

A Mega thread!

My last thread for 2021 🧵

#Books #Reading

Let's get started 👇

A few years back, I used to read articles which used to say a CEO read 40 books this year and I always thought how? It's all about consistently reading a few pages every day!

2020- I read 15-25 pages(not every day) - I read 34 books in 2020

2021- I read 25-35 pages every night before sleeping and 100-150 pages every weekend

Ok, now let’s go through those 50 books 👇
Read 78 tweets
Dec 31, 2021
2021 was a year that was really transformational for me!

Summing up my 2021 -

- Dreams do come true so dream big!

- Don’t stop learning, the day you think you know everything, that is the end of you!

- The people around you are very important - choose them wisely! - There are years when nothing happens and days where everything happens, so don't give up!

- Entrepreneurship isn’t about fancy quotes or fancy titles, it's about giving it your everything, whatever it takes!
Read 9 tweets
Nov 16, 2021
A thread on Go Fashion India or GoColors IPO -

Everything you need to know about the company and the IPO!

Do Retweet and help me share this thread with more investors :)

A thread 🧵👇 1/n

About Go Fashion India (Go Colors) Limited –

- An Indian women’s bottom-wear brand
- FY20 Market share of ~8% in branded women’s bottom-wear
- Women’s apparel market = 36% of the total apparel market
- Women’s bottom-wear market = 8.3% of women’s apparel market FY20
Read 19 tweets
Nov 15, 2021
An ant outmaneuvering an elephant –

A Cool story of how a small hand soap maker competed with P&G -

It's the early 1980s, and you've created an entirely new concept in an old industry: a liquid hand soap called Softsoap. 1/n

Looming is Procter & Gamble, a 100-ton gorilla able to crush you the minute the new concept gains traction. What do you do? You buy time. A small Minnesota business made the risky decision to buy up the entire U.S. supply of plastic pumps—some 100 million units
Read 5 tweets
Nov 10, 2021
Delhivery DRHP Key Takeaways -

An interesting company and a very interesting DRHP for sure!

Loved reading this DRHP!

Do Retweet to help this thread reach more people :)

Ok let's go, let's know everything about the company - 1/n

About Delhivery -

- It is a tech-savvy logistics company
- Professionally managed, no identifiable promoter
- Offers integrated logistics services through a nation-wide network infrastructure
Read 28 tweets
Nov 8, 2021
Roti, Kapda and Makaan - 3 important needs?

Not really, these days it is Pizza, Burger & Coffee 😛

Just joking! Today we are going to talk about Sapphire foods that sells all of that!

Retweet and help this thread reach more investors :)

Everything about Sapphire Foods IPO🧵👇 1/n

About the Company -

- One of YUM’s franchisee operators in India
- Sri Lanka’s largest QSR chain with 35% of the total market revenue and 68 restaurants representing 39% of the total number of market outlets
- Has a presence in the Maldives too
Read 17 tweets
Oct 29, 2021
Sigachi Industries IPO Review

Know your IPO ✅

#IPOwithJST 1/n

About Sigachi -

- Incorporated in 1989 to manufacture chlorinated - paraffin and hydrochloric acid in Hyderabad
- in 1990- diversified to microcrystalline cellulose (“MCC”).
- 1996 - commenced exports - first order of MCC to Bangkok
Read 8 tweets
Oct 29, 2021
SJS Enterprises IPO Review

Know your IPO ✅

I know I was supposed to do this yesterday but there are just too many IPOs :')

Do retweet and help me educate more investors!

#IPOwithJST 1/n

About SJS -

- A design-to-delivery aesthetics solutions provider
- Designs, develop and manufactures products for a wide range of customers on auto and consumer appliance side
- Supplied 115 mn+ parts, 6,000 SKUs in FY21 to 170 customers in 90 cities across 20 countries
Read 12 tweets
Oct 19, 2021
MobiKwik DRHP Takeaways!

KYI - Know Your IPO ✅

Let's understand everything about this fintech company in the thread below 🧵👇

Do Retweet and help us educate more investors :) 1/n

About MobiKwik -

- Fintech company
- one of the largest mobile wallets and BNPL (buy Now pay later) players in India
- Also offers microinsurance (life, health & general) products, mutual fund investments, and trading of digital gold
Read 30 tweets
Oct 13, 2021
Policy Bazaar DRHP Takeaways!

KYI - Know Your IPO ✅

Let's understand everything about this online insurance broking company in the thread below 👇

Do Retweet and help us educate more investors :) 1/n

- The story goes - Yashish Dahiya’s father was cheated by a few insurance brokers. So Dahiya junior went on a crusade and co-founded PB for consumers to compare insurance policies & purchase a policy that makes sense for them. (Src – @MorningContext )
Read 30 tweets
Oct 8, 2021
Oyo DRHP takeaways - Everything you need to know!

Do retweet and help this thread reach more investors :)

#IPOwithJST #oyo 1/n -

About Oyo -

- First of all, Oyo is a foreign-owned and controlled company.
- OYO gets hotels and homeowners to list their properties on the platform. They market such properties on the OYO app and their ecosystem
- They help book hotels and vacation homes.
Read 16 tweets
Sep 28, 2021
Manyavar DRHP Takeaways!

KYI - Know Your IPO ✅

It is not just a clothing company!

It is a SaaS company (Stitching or Sherwani as a service) 😝😝

Do Retweet as it will help us educate more investors! 1/n

About Manyavar -

- The largest company in India in the men’s Indian wedding and celebration wear segment
- Crisil – “‘Manyavar’ brand is a category leader in the branded Indian wedding and celebration wear market with a pan-India presence through its multi-channel network”
Read 19 tweets
Sep 27, 2021
Ixigo DRHP Takeaways!

KYI - Know Your IPO ✅

Let's understand everything about this OTA (online travel aggregator) in the thread below

Do Retweet and help us educate more investors :) 1/n

About Ixigo -

- History
- Largest Indian OTA in online train bookings
- ixigo trains + ConfirmTkt collectively are the leading B2C distribution platforms for IRCTC with a 42% market share
- AbhiBus, was the second-largest Indian bus-ticketing OTA with a 10% market share
Read 21 tweets
Sep 17, 2021
Paras Defence IPO Review -

Let's understand everything about the business and its IPO!

Retweet for a wider reach and help us educate more investors!

#IPOwithJST #Defence 1/

Issue Details

Dates - Sept 21 to 23
Price Band - Rs 165 - 175
Size - 171 Cr (30 cr ofs + 141 cr +34 cr Pre ipo already done)
Quotas – QIB 50% | NII 15% | RII 35%
MCap post listing – 683 Cr
(3.1 Cr existing shares + 80L new shares from fresh issue)
Read 17 tweets
Sep 11, 2021
Sansera Engineering IPO - Everything you need to know!

A Thread 🧵👇

Do hit the retweet and help us educate more investors :)

#IPOwithJST 1/n

About the Company -

- Manufactures complex and critical precision engineered components

2 Segments -

- Automotive - 2W, PV, and CVs (88.5% of total revenue)
- Non-Automotive - aerospace, off-road, agriculture, engineering, and capital goods (11.5% of total revenue)
Read 11 tweets
Aug 13, 2021
The UNBELIEVABLE story of how Mr. Uday Kotak almost lost his life 🤯

Yeah, you read that right! He had slipped into a coma!

How one of India’s most well-known BFSI franchises would not have been born if a 10-minute delay would have happened 😯

@udaykotak It was when Mr. Uday Kotak was 20 years old in 1979 and he was playing cricket when the unthinkable happened

He flicked a shot between the covers and as he was mining between the wickets, a fielder flung the ball back to the stumps in order to get him run out
Read 11 tweets
Aug 12, 2021
Jeff Bezos is really something else -

In January 2002, Amazon reported its first profitable quarter, posting net income of $5 million, a meager but symbolic penny per share. Marketing costs were down, international revenues from the UK and Germany were up, sales from third-party sellers on the vaunted Amazon platform made up 15% of the company's orders. The exclamation point on the accomplishment was that Amazon had turned a profit by both controversial pro forma accounting standards and conventional methods.
Read 5 tweets
Aug 11, 2021
Thread on #Nykaa DRHP Findings - Business & Valuations

Nykaa has hogged a lot of limelight as it will be the first Indian beauty retailer to list on the exchanges and it is profitable too! (FY21 was profitable, not earlier)

Hit the Retweet to spread this thread about Nykaa :) 1/

About Nykaa -

- Incorporated in 2012
- Evolved from a beauty retailer to a lifestyle focused tech platform
- As of FY21, they offered ~2.0 million SKUs from 3,826 national and international brands
Read 26 tweets
Aug 6, 2021
A really cool unheard story of Nykaa and the founder Falguni Nayar!

Mr. Uday Kotak speaks of Falguni Nayar's stint at Kotak -

"We had started a consulting division in KMFL. A year after she joined us, Sanjay Nayar, her husband, who was working in Citibank, was posted to London Like a typical Indian wife, she wanted to join him. So, we took a view - We said, 'Falguni if you go to London, we will set up a London office. We want to do sales and trading in equities and in GDRs. Why don't you set it up?
Read 8 tweets
Aug 4, 2021
Car Trade Tech is an online + offline seller of new cars/used cars/bikes, etc

Prima facie looks interesting given how people are preferring used vehicles

Everything you need to know about the IPO 👇

Retweet so that maximum people get to learn about this company :)

#IPOwithJST 1/

About the Company

- A multi-channel auto platform
- Presence across vehicle types and value-added services
- Marketing, buying, selling, and financing of new and pre-owned cars, two-wheelers, pre-owned commercial vehicles, and farm & construction equipment.
Read 25 tweets
Aug 4, 2021
Companies that look up to other companies in the #Retail/#FMCG Space -

Marico - Saugata Gupta loves 2 US brands and as per him they are fantastic in digital marketing - Glossier and Drunk Elephant Dmart – CEO Navil Noronha was asked organizations that he looks up to and considers as a role model in Retail. He said Costco, Ikea, and Uniqlo. He likes the Culture, the way they think about products, assortment, simplicity, employees, partners, and business."
Read 4 tweets